First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 322,788 | $916.72K | +322,788 | NEW |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 206,738 | $587.14K | +124,051 | ↑ INC |
HAMILTON LANE ADVISORS LLCCIK 0001573767 | 160,228 | $455.05K | – | no_change |
D.A. DAVIDSON & CO.CIK 0001080107 | 135,482 | $384.77K | +26,188 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 119,354 | $339.07K | +16,510 | ↑ INC |
Icon Wealth Advisors, LLCCIK 0001963212 | 108,361 | $261.15K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 79,292 | $225.19K | -3 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 63,675 | $180.84K | -24,983 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 63,353 | $179.92K | – | no_change |
Sigma Planning CorpCIK 0001449126 | 52,353 | $148.68K | +7,000 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 48,458 | $137.62K | +48,458 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 39,023 | $110.83K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 37,028 | $105.16K | +37,028 | NEW |
UBS Group AGCIK 0001610520 | 33,844 | $96.12K | +20,189 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 28,185 | $80.05K | – | no_change |
Trinity Legacy Partners, LLCCIK 0001652529 | 23,162 | $76.44K | -6 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 23,176 | $65.82K | – | no_change |
Uncommon Cents Investing LLCCIK 0001729754 | 18,200 | $51.69K | – | no_change |
Mariner, LLCCIK 0001373442 | 18,075 | $51.33K | – | no_change |
Prospera Financial Services IncCIK 0001541625 | 17,500 | $49.70K | +17,500 | NEW |
QUADRANT CAPITAL GROUP LLCCIK 0001650717 | 210 | $48.97K | – | no_change |
PATRON PARTNERS, LLCCIK 0001841768 | 15,000 | $42.60K | +1,000 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 13,627 | $38.70K | – | no_change |
Westend Capital Management, LLCCIK 0001331997 | 13,000 | $36.92K | +13,000 | NEW |
TFO Wealth Partners, LLCCIK 0001698750 | 11,859 | $33.68K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +322,788 | $916.72K |
CAPTRUST FINANCIAL ADVISORS↑ INC | +124,051 | $587.14K |
VANGUARD FIDUCIARY TRUST CONEW | +48,458 | $137.62K |
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | +37,028 | $105.16K |
D.A. DAVIDSON & CO.↑ INC | +26,188 | $384.77K |
UBS Group AG↑ INC | +20,189 | $96.12K |
Prospera Financial Services IncNEW | +17,500 | $49.70K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +16,510 | $339.07K |
Westend Capital Management, LLCNEW | +13,000 | $36.92K |
Sigma Planning Corp↑ INC | +7,000 | $148.68K |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -24,983 | $180.84K |
Tower Research Capital LLC (TRC)↓ DEC | -2,940 | $3.70K |
MORGAN STANLEY↓ DEC | -587 | $17.28K |
Rockefeller Capital Management L.P.↓ DEC | -305 | $28.00 |
NATIONAL BANK OF CANADA /FI/↓ DEC | -150 | $30.53K |
Trinity Legacy Partners, LLC↓ DEC | -6 | $76.44K |
BlackRock, Inc.↓ DEC | -3 | $225.19K |